FourThought Financial’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

FourThought Financial’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$4K	Hold	63	–	–	﹤0.01%	1218
2022 Q2	$5K	Hold	63	–	–	﹤0.01%	1168
2022 Q1	$5K	Buy	+63	New	+$5.22K	﹤0.01%	1202

Other funds holding SLYV

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FourThought Financial's SLYV Position: Q3 2022 in Review

FourThought Financial held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q3 2022 at 63 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

FourThought Financial first reported a position in SLYV in Q1 2022 and has held it in 3 quarters since. The position peaked at $5K in Q2 2022. 453 funds tracked by Wall St. Rank hold SLYV as of Q3 2022.

FourThought Financial held 63 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $4K as of Q3 2022.
FourThought Financial left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q3 2022.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1218 holding.
FourThought Financial first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2022 and has held it in 3 quarters since.
FourThought Financial's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $5K in Q2 2022.
453 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.